+61.9%
LIN vs SE
-68.6%
+130.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -2.1% | -6.1% | +4.0% | -1.6% |
| 30D | -2.4% | -2.5% | 0.0% | -2.4% |
| 3M | -5.6% | +21.7% | -27.3% | -7.5% |
| 6M | -3.4% | +27.0% | -30.4% | -6.0% |
| YTD | +13.1% | -12.1% | +25.2% | +13.5% |
| 1Y | +2.5% | -40.9% | +43.4% | +6.5% |
| 3Y | +27.6% | +191.0% | -163.4% | +11.5% |
| All | +61.9% | -68.6% | +130.5% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling